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Customer statements

Last updated 2026-11-03

Customer statements summarize a charge-account customer's transactions and balance for a billing period. Rundoo generates a run automatically each month, but sending it (print, mail, or email) is always a step you do yourself, and you can also generate statements on demand.

In the POS > Customers > Statement runs tab, you can view past runs, generate a new run, and send statements to customers.

Where to find statements

On the POS side, open the Customers tab, then select Statement runs at the top of the screen. This view lists every past statement run (the statement period, the date it was sent, when it was created, and whether it was generated automatically or manually).

Customers Statement runs tab showing a success banner and a table of past statement runs with periods, dates

Generate a statement run

Step 1: On the Statement runs tab, click Generate statements.

Step 2: Select the statement period (the date range the statement covers).

Step 3: Select the customers to include. Check them individually, or use Select all.

Step 4: Click Generate statements to create the run.

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Finance charges are not assessed on a manually generated run. Open item statements include the line items that were still open as of the end date of the selected period.

Generate statement page with an info banner, a date picker for statement period, and a table of customer financial data

Whether a customer shows up in the printed (mail) portion of a run is controlled by one switch: the Mail statements toggle on their profile. Open the customer in POS > Customers, open the Settings tab, and look in the statements area for Mail statements (it reads "Mail statements to {address}"). Only customers with that toggle on land in the mail packet, so the printed set is typically smaller than your full customer list.

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Mail and email are independent, and a customer can get both. The Mail statements toggle is the only thing that decides whether a customer is in the printed mail run. It has nothing to do with whether they also receive an emailed statement. You can have both on at once: a customer with Mail statements on who also has a contact set to receive statements by email will appear in the mail packet and get the email. Turning on email delivery does not pull anyone out of the mail run, and leaving Mail statements off does not stop their email.

Email statements

Email delivery is separate from the Mail statements toggle. A customer receives a statement by email when they have a contact with an email address set to receive statements, independent of whether Mail statements is on. Email statements are not sent automatically when you generate a run: after generating, open the run and select Send statements on the email track to send them to the customers who receive statements by email. For the full delivery modal (the mail track and the email track side by side), see Statements.

Automatic monthly runs

Rundoo generates a statement run automatically each month, on your Statement day. It does not send it for you. The Statement runs tab shows a banner when the latest automatic run is ready to send (for example, "Your automatic monthly statement run for [period] is ready to send") with a View details link. Click it to open the Send statements modal, then choose to download the printable packet or email each customer's copy. Nothing is mailed or emailed until you send it from there.

  • Finance charges

  • Bill payments

  • Customer credit